Dynamics 365 for Sales Create

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Overview

This Snap enables you to add new records for objects (entities in Microsoft terminology) based on the input document field values that match the MS Dynamics object schema field names.

Input & Output

  • Expected upstream Snaps: Required. Any Snap with a document output view, such as the Mapper Snap, can be connected upstream.

  • Expected downstream Snaps: None

  • Input: Needs to have an upstream Snap that contains the mandatory fields for creating the Microsoft Dynamics 365 Sales object. Mapper Snap is a preferred upstream Snap as it populates the input schema for the selected MS Dynamics 365 Sales Object Type.
  • Output: A document with the result set. If the creation is successful, then the output document contains the Guid of the created object.

Prerequisites

None.

Configuring Accounts

This Snap uses account references created on the Accounts page of SnapLogic Manager to handle access to this endpoint. See Configuring Dynamics 365 for Sales Accounts for information on setting up this type of account.

Configuring Views

Input

This Snap has exactly one document input view.
OutputThis Snap has exactly one document output view.
ErrorThis Snap has at most one document error view.

Troubleshooting

For troubleshooting purposes, try performing a similar operation directly on the MS Dynamics 365 Sales user interface and collect the necessary data. Compare the data used in the user interface with the data retrieved from the SnapLogic pipelines to see if there are any inconsistencies.

Support

Known Issues

This Snap cannot create relationships using collection-valued navigation properties, such as contact_customer_accounts, due to current WebAPI limitations; however, it works correctly with single-valued navigation properties, such as primary contact id.


Snap Settings


LabelRequired. The name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your pipeline.
Object type

Required. Microsoft Dynamics 365 Sales object type. For example, account.

Default Value: account

Related object type

Microsoft Dynamics 365 Sales object type of the object to which it must be related.

Default Value: None

Related object relationship

Relationship Schema between the Microsoft Dynamics 365 Sales object to be created with the related object.

This Snap cannot create relationships using collection-valued navigation properties, such as contact_customer_accounts, due to current WebAPI limitations; however, it works correctly with single-valued navigation properties, such as primarycontactid.


Default Value: None

Related object ID

GUID of the related Microsoft Dynamics 365 Sales object.

Default Value: None

Batch Size

Required. Number of records processed in each request. Batch size range is from 1 to 1000.

Default Value: 200

Batch processing results can contain both successful and unsuccessful results.  Successful results will be written to the output view.  Unsuccessful results, along with intuitive error information will be written to the error view; therefore, it is recommended to activate the error view within the Snap.  A single unsuccessful batch processing document will not halt the batch processing, unless there is a configuration problem; in this special case, the Snap would fail with intuitive error information.

HTTP header

Additional HTTP headers to pass when sending requests to the Dynamics 365 for Sales instance.

Example:

Key

 Value
Prefer odata.include-annotations="*"

Default value: No default value

Snap Execution


Select one of the three modes in which the Snap executes. Available options are:

  • Validate & Execute: Performs limited execution of the Snap, and generates a data preview during Pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during Pipeline runtime.
  • Execute only: Performs full execution of the Snap during Pipeline execution without generating preview data.
  • Disabled: Disables the Snap and all Snaps that are downstream from it.

For performing operations (Create, Upsert, Update, Delete), the default read timeout is 10 mins.

Examples

Create a Record in MS Dynamics for Sales and Perform a Bulk Delete

In this example, we shall create a new set of entities in an MS Dynamics 365 Sales DB table, view the output preview, and delete the data using a Dynamics 365 For Sales Delete Snap.

 Create a Record in MS Dynamics for Sales and Perform a Bulk Delete

In this example, we shall create a new set of records in an MS Dynamics 365 Sales DB table, view the output preview, and delete the data using a Dynamics 365 For Sales Delete Snap. This way, we can see each of these Snaps in action and learn how to work with them, while leaving the sample pipeline ready for reuse.

Step 1: Prepare Records for Upload

In this example, we are using the JSON Generator Snap to create and store records to be uploaded to the MS Dynamics 365 Sales DB table. You can also use a Mapper Snap to send in the data needed to create the records.

Step 2: Create Records in the MS Dynamics 365 Sales DB Table

Connect a Dynamics 365 For Sales Create Snap to the JSON Generator Snap and configure it to add new records into the as follows:

Step 3: Map '$accountid' in Created Records to '$guid' to simplify identification

We intend to delete the records we just created. To simplify isolating these records, we map the '$accountid' attribute in these records to '$guid', so we can search for these records by '$guid' and delete them later in the pipeline.

Step 4: Delete all Account Records with Attribute '$guid'

Now that we have replaced the attribute '$accountid' with '$guid', we can perform a simple delete operation, removing all records that contain the '$guid' attribute:

Download the sample pipeline

Downloads

  File Modified

File MSD365_Create_Delete.slp

Aug 07, 2018 by Rakesh Chaudhary

Snap Pack History

 Click to view/expand
ReleaseSnap Pack VersionDateTypeUpdates
4.27main12833 StableUpgraded with the latest SnapLogic Platform release.
4.26main11181 StableUpgraded with the latest SnapLogic Platform release.
4.25 Patch425patches10303 LatestFixed an error in Dynamics 365 for Sales Create Snap where the Snap does not send the original documents to the error view in the output when the batch size property is set to greater than 1.
4.25main9554
 
StableUpgraded with the latest SnapLogic Platform release.
4.24main8556
StableUpgraded with the latest SnapLogic Platform release.
4.23main7430
 
StableUpgraded with the latest SnapLogic Platform release.
4.22main6403
 
StableUpgraded with the latest SnapLogic Platform release.
4.21 Patch dynamics365forsales8856 Latest

Fixes Pipeline validation error that occurs when writing data from Dynamics 365 for Sales Update Snap to output documents.

4.21snapsmrc542

 

StableUpgraded with the latest SnapLogic Platform release.
4.20snapsmrc535
 
StableUpgraded with the latest SnapLogic Platform release.
4.19 Patchexpensify8335 Latest

Fixed the broken doc link for the Expensify Export Report Snap.

4.19snaprsmrc528
 
StableUpgraded with the latest SnapLogic Platform release.
4.18 Patch dynamics365forsales7957 Latest
  • Fixed a NullPointerException issue with the Dynamics 365 for Sales Delete Snap wherein the Object ID is invalid.
  • Fixed a concurrency issue with multiple Dynamics 365 for Sales Snaps when running in parallel.
4.18 Patch dynamics365forsales7952 Latest

Added support for lookup type in the input document to be formatted per MS Dynamics 365 for Sales syntax.

4.18snapsmrc523
 
StableUpgraded with the latest SnapLogic Platform release.
4.17ALL7402
 
Latest

Pushed automatic rebuild of the latest version of each Snap Pack to SnapLogic UAT and Elastic servers.

4.17snapsmrc515
 
Latest

Added the Snap Execution field to all Standard-mode Snaps. In some Snaps, this field replaces the existing Execute during preview check box.

4.16 Patch dynamics365forsales7232 Latest

Dynamics 365 for Sales Read Snap now supports custom object types. 

4.16snapsmrc508
 
StableUpgraded with the latest SnapLogic Platform release.
4.15snapsmrc500
 
StableUpgraded with the latest SnapLogic Platform release.
4.14snapsmrc490
 
Stable
  • New Snap Pack: MS Dynamics 365 for Sales Snap Pack introduced in this release with the following Snaps:
    • Create
    • Delete
    • Execute
    • Read
    • Search
    • Update
    • Upsert